Lauri P. Salverda,  CFP<sup>&reg;</sup> - Financial Advisor

Lauri P. Salverda, CFP®

CFA,

Principal

Castle Rock Financial Planning, Inc.

2267 Waters Drive
Mendota Heights, MN 55120
FINANCIAL ADVISOR'S WEBSITE
(651) 294-0013

General

Lauri Salverda is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Castle Rock Financial Planning, Inc. in Mendota Heights, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Retirement, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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